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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,957 | $160,028-53.8% | $147,080-49.7% | $145,884-49.3% |
| Participation rate | 76.5% | 84.0%-7.6pp | 82.2%-5.7pp | 80.3%-3.8pp |
| Annual return | 14.84% | 98.60%-83.8pp | 420.17%-405.3pp | 551.85%-537.0pp |
| Employer contribution / active EE | $5,551 | $5,286+5.0% | $4,933+12.5% | $4,662+19.1% |
| Participant deferral / active EE | $4,736 | $8,422-43.8% | $8,066-41.3% | $6,690-29.2% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |